Settings and activity

135 results found

1. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

2. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

3. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   36 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

4. online donations creating new profiles each time

   60 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   David Weisz supported this idea  ·  Apr 19, 2024

5. fund balance on fund history page

   31 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

6. Fund Advisor Bulk Edits

   38 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

7. Multiple Email Options for Communications

   31 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

8. Household opportunities should show on Individual profiles

   65 votes

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   3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2024

9. Pay Email Address for EFT Grant Notifications

   71 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Apr 19, 2024

11. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    David Weisz supported this idea  ·  Apr 19, 2024

12. Last Donation Date does not reflect accurate last gift date

    116 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

13. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

14. Viewing all notes for a Household profile and any members

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jul 25, 2023

15. set scholarship

    26 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 25, 2023

16. Ability to build custom dashboards

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    52 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 25, 2023

17. Grants On Hold In More Buckets - Approval & Voucher

    41 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jul 25, 2023

18. Add # of Gifts field to Profile reports

    42 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  May 25, 2023

19. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    David Weisz supported this idea  ·  May 25, 2023

20. Recurring Alerts on Home Menu

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    104 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023